See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $8,744 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,160 | $48,698-50.4% | $93,606-74.2% | $199,593-87.9% |
| Participation rate | 36.6% | 63.5%-26.9pp | 68.7%-32.1pp | 72.0%-35.4pp |
| Annual return | 22.33% | 15.34%+7.0pp | 133.20%-110.9pp | 34.25%-11.9pp |
| Employer contribution / active EE | $1,002 | $1,135-11.7% | $2,420-58.6% | $3,034-67.0% |
| Participant deferral / active EE | $1,892 | $2,817-32.8% | $4,411-57.1% | $5,087-62.8% |
| Admin fee / account holder | $17 | $195-91.4% | $8,285-99.8% | $269-93.8% |